SEIC · Sei Investments Co
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted diluted earnings per share non-GAAP | $1.66 | Three Months Ended June 30, 2026 | — |
| Adjusted income from operations non-GAAP | 405,634K | Six Months Ended June 30, 2026 | — |
| Adjusted operating margin non-GAAP | 32% | Six Months Ended June 30, 2026 | — |
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| Advisors and Institutional net sales events | -2.8M | the second quarter | — |
| Net sales events | 110.6M | Six Months Ended June 30, 2026 | -26.2% |
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| Private Banks net sales events | 10.1M | the second quarter | — |
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| Recurring sales events | 32.6M | the second quarter | — |
| Assets managed, advised, or administered | 1.9 | as of Mar. 31, 2026 | — |
| Average share repurchase price | $81.55 | Q1 2026 | — |
| Institutional Investors net sales events | -2.9M | Q1 2026 | — |
| Integrated cash program contribution | 20.4M | Q1 2026 | — |
| Investment Managers net sales events | 50.5M | Q1 2026 | — |
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| Recurring net sales events | 57.1M | Q1 2026 | — |
| Shares repurchased | 2.6M | Q1 2026 | — |
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| Stratos operating profit contribution | 3.1M | Q1 2026 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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SEIC
this stock
Sei Investments Co
|
$12.21B | +23.8% | +8.1% | 17.3 | 2.0% |
|
BLK
BlackRock, Inc.
|
$345.92B | -0.2% | +16.2% | 26.7 | 0.6% |
|
BX
Blackstone Inc.
|
$98.51B | -13.0% | +9.2% | 34.0 | 3.2% |
|
BN
BROOKFIELD Corp /ON/
|
$93.99B | -8.0% | — | — | 0.7% |
|
KKR
KKR & Co. Inc.
|
$91.25B | -20.1% | -11.0% | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SEIC | +2.3% | +15.5% | +15.6% | +15.8% | +23.8% |
| SPY | -0.6% | +0.7% | +6.8% | -1.0% | +8.4% |
| vs SPY | +2.9% | +14.8% | +8.8% | +16.8% | +15.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.